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Verus Capital Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Verus Capital Partners’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,307
Closed -$34K – 1515
2019
Q4 		$34K Buy
+1,307
New +$34.4K 0.01% 719

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PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Verus Capital Partners's FRI Position: Q1 2020 in Review

Verus Capital Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2020, closing a stake of 1,307 shares — an estimated $34K sold.

Verus Capital Partners first reported a position in FRI in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 52 funds tracked by Wall St. Rank hold FRI as of Q1 2020.

  • Verus Capital Partners reported no remaining First Trust S&P REIT Index Fund position as of Q1 2020 after selling out during the quarter.
  • Verus Capital Partners sold 1,307 First Trust S&P REIT Index Fund shares in Q1 2020, an estimated $34K.
  • Verus Capital Partners first reported a position in First Trust S&P REIT Index Fund in Q4 2019 and held it in 1 quarter.
  • Verus Capital Partners's First Trust S&P REIT Index Fund position peaked at $34K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.